Financial Planner, Investment and Retirement Planning Expert
3 weeks ago
Job Opportunity
As a highly skilled RBC Investment and Retirement Planner, you will create personalized investment solutions for clients, leveraging our extensive array of investment and portfolio options. With a strong focus on client acquisition and relationship-building, you will work closely with internal partners to drive business growth and deliver exceptional results.
Key Responsibilities
- Develop and implement tailored financial planning strategies to meet client needs
- Acquire and retain existing and new clients through proactive networking and marketing efforts
- Collaborate with RBC teams to provide comprehensive support and solutions to clients
- Identify and cultivate external business referral sources through strategic partnerships and marketing initiatives
Requirements
Must-have
- Financial Planning Designation (PFP, QAFPTM or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning
- Proven ability to build strong relationships and drive business growth
- Excellent communication and digital skills
What's in it for you?
We offer a comprehensive Total Rewards Program, world-class training, and a dynamic team environment that values initiative and hard work. Enjoy a flexible work schedule, innovative mobile technology, and opportunities for career growth and development.
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Platform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionInclusion and Equal Opportunity Employment
At RBC, we strive to create an inclusive and equitable workplace for our employees to bring their true selves to work. We are committed to building diverse teams and addressing issues of inequity and systemic bias.
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